Customize reminder templates

On the Healthquest tabletop select Setup > Text/Email/Voice Template Setup.

Create templates for any of the platforms: Text, Voice, and Email. It is likely that you want similar information sent to patients no matter how they choose to receive reminders; if so, you will want to create matching templates for each type of template.

 

Text, Voice, and Voicemail template setup are all similar. Here is an example of setting up a text template:

1. Start with Text, click "New".
   

1. Give the template a title to identify when the reminder template will be used.
   
2. Enter the message into the large text field, shown above.
   
3. Add pre-populated details such as patient name and appointment details.
   
1. Place curser where the detail should go.
   
2. Click "Insert Form Fields".
   
4. Select ‘Patient’ to choose patient details, such as name.
   
5. Select ‘Appointment’ to choose appointment details, such as date and time.
   
6. Select ‘Intake Forms’ to generate a link for the patient to complete an intake form.
   
7. Assign the template to a specific practitioner, or site, or leave them blank to make it available for all.
   

 

 **Note: Text templates have a limit of 160 characters per message. If the template is longer than 160 characters, it will be sent as multiple messages.

Repeat the above steps to complete similar templated for voice, voicemail, and email.

Email Templates have a few additional fields.

1.  Use the same Template Title.
   
2. Set the Structure to Default template from the dropdown.
   
3. Generate an email subject line that will advise the recipient where the email is coming from and that it is an Appointment Reminder. (This will encourage patients to read the email).
   
4. Enter the messaging in the large text field.
   
1. Add any attachments to the email if required.
   
2. Click the Paperclip next to the Attachment field.
   
3. Search for applicable documents or select from patient handouts.
   
5. Click attach selections.
   
1. Add Intake Forms in the bottom right corner.
   
2. Click the paperclip next to the Intake Forms. 
   
3. Select applicable intake forms.
   
6. Click attach forms.
   
7. Assign the template to a specific category, practitioner, or site - Can be left blank and will be available for all options.
   
8. Click the check box to include an invite for the patient's calendar.
   
9. Click the preview on the top right to see what the patient will see.
   

                        

1. Click close to return to the setup window.
   
2. Click save and close.
   

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